Top 10 Independent (IFAs) & Restricted Financial Advisers in Caddington

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  • Rob Dew at True Potential Wealth Management

    Caddington
    FCA verified
    I have been a financial adviser for 20 years helping my clients with their mortgages, protection, pensions and investment needs.
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Sirius Wealth Management LLP

    Luton
    FCA verified
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Luton
    FCA verified
    We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1532
    £50k+
    Can help with
    Pensions & retirement
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  • MPI Financial Advice

    Luton
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4208
    £0+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Luton
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
    312
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Luton
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    30662
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Luton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6549
    £50k+
    Can help with
    Pensions & retirement

  • Sirius Wealth Management LLP

    Dunstable
    FCA verified
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Luton
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    350
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Dunstable
    FCA verified
    We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1532
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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